Act Wealth Management, LLC
Act Wealth Management, LLC (CRD# 155131) is a financial advisory firm headquartered in Allen, TX. They manage $394,882,590 in 487 accounts and serve the financial needs of clients across 14 states (or territories).
-
Total Assets Under Management395MILLION
-
Total Number of Accounts487ACCOUNTS
-
Average Account Value$810,847
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, IL, LA, NC, NH, NJ, NM, NV, PA, TX, VA
Kally Alkire (CRD# 6726818) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 7 years of experience in the finance industry.
Daniel Archer (CRD# 2762084) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 27 years of experience in the finance industry.
Brennan Cross (CRD# 2634716) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 28 years of experience in the finance industry.
Raymon Tanner (CRD# 2402004) is an Investment Advisor Representative working at Act Wealth Management, LLC in Allen, TX and has over 30 years of experience in the finance industry.